Intel Corp.

Intel is a data-centric company. The company's operating segments are: Data Center Group, which develops platforms for compute, storage, and network functions; Internet of Things Group, which facilitates its customers creating, storing, and processing data; Mobileye, which provides assistance and automation solutions; Non-Volatile Memory Solutions Group, which provides memory and storage products based on Intel? Optane? technology and Intel? 3D NAND technology; Programmable Solutions Group, which provides programmable semiconductors; and Client Computing Group, which connects people to data, allowing each person to focus, create, and engage in ways that unlock their individual potential.
  • TickerINTC
  • ISINUS4581401001
  • ExchangeNASDAQ Stock Market
  • SectorTechnology Hardware & Equipment
  • CountryUnited States
Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

Jordan Lambert ... (+2)
  • Jordan Lambert
  • Simon He
INTC INTEL CORP. (Technology)

Intel: Full Report

• Substantial pessimism toward INTC is fully priced into the stock – offering a very favourable reward-to-risk. • INTC’s new strategy is seen by many as a history-repeating-itself type of story – another set of promises waiting to be broken. However, really this is a landmark strategy that will fundamentally change the way INTC operates. • INTC is an incredibly important player amid the surging demand for chips. With the new leadership and radically new strategy, INTC has a fantastic opportunity to reaccelerate growth. • There is a comfortable 2x return available during the next 2-3 years, i...

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company. We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ
INTC INTEL CORP. (Technology)

Intel Architecture Day: Is the Jim Keller magic hitting, and is Intel ...

We took a couple of days to digest Intel’s architecture day, and publish this morning our review of the event.

INTC INTEL CORP. (Technology)

Intel Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
INTC INTEL CORP. (Technology)

INTC - Embedded Expectations Analysis - 2021 08 16

Intel Corporation (INTC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may be concerned about their ability to maintain a leadership position, meet revenue guidance, and work through supply chain challenges. Specifically, management may lack confidence in their ability to fully capitalize on growth opportunities, execute a prudent M&A strategy, and maintain their progress with Sapphire Rapids. Furthermore, they may be concerned about...

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